+70.3%
JEPQ vs TENB
-34.6%
+104.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.0% | +6.8% | +1.6% |
| 7D | -0.2% | -12.1% | +11.9% | +1.4% |
| 30D | +0.8% | -18.6% | +19.4% | +3.1% |
| 3M | +4.0% | +12.1% | -8.1% | +1.2% |
| 6M | +10.4% | +46.8% | -36.4% | +2.6% |
| YTD | +11.4% | +28.0% | -16.5% | +5.7% |
| 1Y | +18.9% | -1.4% | +20.3% | +18.4% |
| 3Y | +70.3% | -33.9% | +104.2% | +79.9% |
| All | +70.3% | -34.6% | +104.8% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TENB.
Daily Out/Under-Performance
Portfolio return minus TENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TENB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded TENB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling